Finance and Rates Analyst II

Aqua Water Company; Bryn Mawr (PA); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading utility provider in Pennsylvania is looking for a Finance and Rates Analyst II to assist in financial analysis and regulatory filings. The role involves preparing rate cases, tracking financial goals, and collaborating with various departments. A BA/BS degree and 2-5 years of experience are required, along with strong organizational skills and proficiency in Microsoft Office. Join us to make a difference in delivering essential utility services.

Benefits

Competitive benefits package

Career growth opportunities

Qualifications

• 2–5 years of experience in a relevant field.
• Ability to perform complex computer model development.
• Strong attention to detail and time-management skills.

Responsibilities

• Assist in preparing rate cases and financial analysis.
• Support regulatory filings and manage tariffs.
• Track financial goals and streamline work processes.

Skills

Analytic problem solving

Interpersonal skills

Technical writing

Microsoft Excel

Organizational skills

Education

BA/BS Degree

Tools

Microsoft Office Suite

Job description

Finance and Rates Analyst II

Join to apply for the Finance and Rates Analyst II role at Aqua.

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Aqua is an Essential Utilities company that employs people in a variety of roles across its eight-state footprint. From field workers and customer service representatives to scientists and engineers, our teams work together to deliver reliable water and wastewater services to our communities. We’re looking for a rewarding career that improves the environment and protects natural resources.

About Essential Utilities

Essential Utilities, Inc. delivers safe, clean, reliable services that improve the quality of life for individuals, families, and entire communities. Operating as the Aqua (water and wastewater services) and the Peoples and Delta (natural gas) brands, Essential serves approximately 5.5 million people across 10 states. We are committed to sustainable growth, operational excellence, a superior customer experience, and premier employer status, including a competitive and comprehensive benefits package and career growth opportunities. We protect more than 7,600 acres of forests and other habitats throughout our footprint and are one of the most significant publicly‑traded water, wastewater service and natural gas providers in the U.S.

Are you looking for a fantastic career at Essential Utilities? We have an outstanding opportunity for a Finance & Rates Analyst in the Bryn Mawr, PA area.

Primary Duties and Responsibilities

• Assist in preparing rate cases by providing general accounting assistance, analysis, and forecasting of the need for and timing of rate increases; support preparation of base rate case minimum filing requirements as required.
• Assist in preparing revenue and billing analysis, rate case support schedules, exhibits, testimonies, answers to interrogatories, and support for witness litigation processes. Interface with other departments to determine future rate case adjustments.
• Assist in preparing timely and accurate regulatory filings such as Quarterly DSIC, Earnings Reports, Original Cost Studies, and any Commission‑directed requests for information. Support other regulatory filings including Asset Optimization Plans, Long‑Term Infrastructure Improvement Plans, and Annual Depreciation Studies.
• Assist with updates to the company’s Water and Wastewater tariffs and ensure tariffs are posted to internal and external websites.
• Support the Manager of Rates and Planning and the Regional Controller on potential acquisition due diligence, including financial modeling, valuation analysis, finance and accounting due diligence, tariff and rate design, expense analysis, presentation preparation, application preparation and original cost study filings.
• Support the Manager of Rates and Planning with coordination, preparation, analysis, and consolidation of the annual operating budget, interfacing with various business owners to complete the budget.
• Support the Manager of Rates and Planning and the Regional Controller in the preparation, analysis, and submission of the strategic business plan.
• Track organization’s progress against financial goals. Build and maintain financial models, reports, variance analyses, ad‑hoc reports, and other complex financial models. Continuously streamline work processes by modifying and automating reports.
• Develop and administer training (as required) to internal stakeholders regarding capitalization, tax repair, and budgeting policies of Aqua Pennsylvania, Inc.
• Research and perform comparative analyses of public utility issues.
• Identify trends and developments in competitive environments.
• Prepare forecasts and analysis of trends in finance and general business.
• Collect and analyze financial information.
• Reconcile accounts.
• Perform other assignments as required.

Qualifications

• BA/BS Degree required.
• 2–5 Years of experience.

Qualities of a Successful Analyst in This Position

• Flexible, logical, accountable, approachable, and passionate about work.
• Maintains positive team‑building role during pressure‑filled, deadline‑driven crunch times.
• Possesses strong organizational, multi‑tasking, and project‑planning skills.
• Exhibits professionalism with internal and external contacts.
• Organized with strong attention to detail and time‑management skills.
• High degree of initiative; self‑starter.
• Communicates with accuracy and precision in writing and speaking.
• High degree of confidentiality required.
• Trustworthy, strong personal integrity, emotional maturity.
• Demonstrates high level of accountability and ownership.
• Executes with discipline and urgency.
• Collaborative/Team oriented.

Knowledge, Skills and Abilities

• Expertise in analytic problem solving.
• Strong interpersonal skills.
• Ability to perform complex computer model development.
• Advanced level of technical writing ability.
• Clear understanding of cost‑of‑service rate‑making and utility regulation is an asset.
• Strong intermediate to advanced ability with Microsoft Office suite: Word, PowerPoint, Excel, Access and other applicable technologies.
• Proficient with technology and re‑evaluates process to increase efficiency, accuracy and appropriate level of documentation through skilled application of technology tools; must be proficient in MS Excel and able to work independently and synthesize large amounts of information.

Aqua, an Essential Utilities company, is an Equal Opportunity / affirmative action employer. Equal employment opportunity is provided to all employees and applicants for employment without regard to the following legally protected characteristics: race, color, religion, sex, national origin, age, pregnancy (including childbirth and related medical conditions, including conditions related to lactation), physical or mental disability, covered‑veteran status, genetic information (including testing and characteristics), sexual orientation, gender identity or expression or any other characteristic protected by applicable local, state or federal law.

Aqua is committed to providing reasonable accommodation to individuals with disabilities. If you have a condition that may prevent you from applying for a job online or need to request an accommodation during the interview process, please call (1‑877‑271‑9012).